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Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?

To: Red Dragon who wrote (3856)	7/5/2000 12:28:20 PM
From: scott_jiminez	Respond to of 5482

They never get the timing right Well Red, for once you're right. Solly called CPQ to the mat last week and Compaq displayed the shallowness of their analysis almost instantaneously. As has been described elsewhere, SSB is very well aware of a) the thin market conditions this week, b) the fragile mentality of the tech sector as a whole, and c) the upcoming Semicon and strong earnings reports. They're using these conditions to hammer the sector now to create a conveniently low entry point. If you truly believe the cycle is topping, or will be topping in the next 6 months, I certainly suggest you short a basketful of the leaders (AMAT, TER, KLIC, KLAC, NVLS) now for your expected windfall. Once piece of advice: don't quit your day OR night job.